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Corey Wan
Director, Strategy & Corporate Development at CIBC
Professional Background
Corey Wan is a highly accomplished professional in the fields of accounting and corporate development with a strong track record of success at renowned financial institutions. Currently serving as the Director of Strategy & Corporate Development at CIBC, Corey has developed a compendium of valuable experience that allows him to navigate complex financial landscapes with precision and foresight. With a dedication to strategic planning and corporate growth, Corey has proven instrumental in driving significant initiatives that enhance organizational performance and profitability.
Having spent several years in various strategic roles at CIBC, including positions as a Senior Associate and Associate in the same department, Corey has steadily advanced his career through a commitment to excellence and a keen understanding of market dynamics. His deep expertise in corporate development, combined with his accounting background, positions him uniquely to tackle challenges in finance and strategy on behalf of his organization.
Education and Achievements
Corey Wan laid a strong academic foundation for his career in finance by pursuing a Master of Accounting at the prestigious University of Waterloo. His education provided him with a rigorous understanding of accounting principles and practices, which he has effectively leveraged throughout his professional journey. Additionally, Corey completed his Bachelor of Accounting and Financial Management, Honours, Co-operative Program at the same esteemed institution. This comprehensive educational background supplied him with both theoretical and practical knowledge, which he utilized to excel in his subsequent roles.
Through his time at the University of Waterloo, Corey not only honed his analytical skills but also benefited from opportunities to collaborate with peers on real-world projects. This experience has been invaluable in shaping his ability to lead teams and work collaboratively in a corporate environment.
Corey’s career at KPMG Canada represents another significant phase in his professional development. Corey began his journey at KPMG as a Staff Accountant, where his attention to detail and strong analytical skills quickly helped him ascend to the ranks of Senior Accountant. His role in the Valuation Deal Advisory team allowed him to gain exposure to complex financial transactions and firm-level valuations, essential skills that would serve him well as he transitioned to corporate development roles at CIBC. As a Senior Consultant and then as a Manager in Valuation Deal Advisory, Corey played a critical role in advising clients on value creation strategies, demonstrating his proficiency in valuation methodologies and corporate finance principles.
Achievements
Throughout his impressive career, Corey Wan has achieved numerous accolades and made a profound impact on the organizations he has been part of. At CIBC, he has led strategic initiatives that aim to streamline processes, enhance operational efficiency, and identify growth opportunities within the corporate realm. His contributions have helped guide CIBC’s strategic vision, underscoring the company’s commitment to delivering exceptional value to its clients.
With a history steeped in fundamental skills acquired through rigorous training in accounting and financial management, Corey has been pivotal in CIBC’s corporate strategy development. He has successfully leveraged his financial expertise to make informed decisions that align with the company’s long-term objectives, consistently exceeding expectations in his roles. His capacity to analyze data and translate that into actionable strategies has been a hallmark of his career.
As a thought leader in strategy and corporate development, Corey continues to stay abreast of industry trends and best practices, ensuring that he is well-prepared to lead his team through the ever-evolving financial landscape. His dedication to continuous learning and development reflects his commitment to not only his professional growth but also to the growth of those around him, as he actively mentors junior professionals seeking to build their careers in finance and strategy.
In summary, Corey Wan’s journey is a blend of academic excellence and practical experience, making him a reputable figure in accounting and corporate development. His strong educational background, combined with his strategic roles at CIBC and KPMG Canada, distinguishes him in the finance sector and positions him to make a lasting impact in the industry.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.